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Plan Sponsor toolkit

National Financial Capability Month 
April 2025


Encourage long-term financial growth and help employees make smarter financial choices for their future

Here’s a look at key statistics that show why taking action today is more important than ever.

2 in 5 Americans prioritize paying off debt over building an emergency fund or contributing to retirement savings.1

The least financially confident generation is Gen Z with a 37% financial literacy rate.2

Americans say their lack of knowledge about personal finances cost them more than $1,000 in 2024.3

55% of women wish they understood more about finances but don’t know where to start.4

ANNOUNCEMENT EMAIL

Introduce National Financial Capability Month as a time of financial renewal

  • Email includes a link to the Spring into Action lnfographic, where employees can discove.r the steps they can take now to help the.ir financial health grow.
  • Easily distribute this email to your employees with the help of our step-by-step guide.
Download announcement email

DIGITAL ASSETS

Inspire action

Download these banners and flyers to promote financial growth during National Financial Capability Month. Place banners in high-visible areas on your intranet or digital communication platforms. Share flyers via email or post on high-traffic digital locations.

Please note: When uploading a banner to your website or email platform, include short, descriptive alternative text that conveys the key message.
 This ensures screen readers can interpret the content for users with visual impairments.

Spring into action infographic

Interactive action steps to help employees refresh their financial journey.

New online account experience

A simplified design to give employees more control over their financial future.

Financial Wellness Webinar Series

Encourage employees to learn more about financial topics that could help them achieve their goals.

Corebridge University (CU)

Our digital education program to help employees take action with confidence.

Explore all the ways we can work together

Expert guidance to simplify regulations and plan design.

Administer your plan on Sponsor FIT

Tailored solutions to align strategies with your plan goals.

Learn about the data difference

Employee support to enhance financial wellness and education.

Offer a financial wellness program  

Employee support to enhance financial wellness.

Learn more about how we help

Discover More

Your feedback is essential in helping us improve our financial wellness resources.

Please take a few minutes to share your thoughts on the National Financial Capability Month toolkit. Your insights will help us better support you and your employees in the future.

Take the survey now

1 Emergency Saving Survey, wallethub.com, February 28, 2024.
2 Financial Literacy Statistics, wallethub.com, December 17, 2024.
3 Financial Illiteracy Cost Americans $1,015 in 2024, financialeducatorscouncil.org/financial-illiteracy-costs, Retrieved January 20, 2025.
4 2024 Intuit Financial Literacy Survey, intuit.com, December 9, 2024.

 

RO 4307905 (3/2025)